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iShares US Medical Devices ETF

574 hedge funds and large institutions have $3.14B invested in iShares US Medical Devices ETF in 2021 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 218 increasing their positions, 189 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 43

21% more funds holding in top 10

Funds holding in top 10: 1923 (+4)

15% more repeat investments, than reductions

Existing positions increased: 218 | Existing positions reduced: 189

9% more capital invested

Capital invested by funds: $2.87B → $3.14B (+$266M)

3% more funds holding

Funds holding: 559574 (+15)

6% more call options, than puts

Call options by funds: $17.2M | Put options by funds: $16.1M

200.14% less ownership

Funds ownership: 237.4%37.27% (-200%)

Holders
574
Holders Change
+15
Holders Change %
+2.68%
% of All Funds
10.05%
Holding in Top 10
23
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+21.05%
% of All Funds
0.4%
New
66
Increased
218
Reduced
189
Closed
43
Calls
$17.2M
Puts
$16.1M
Net Calls
+$1.01M
Net Calls Change
+$6.94M
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
351
MBE Wealth Management
Wisconsin
$485K -$108K -1,691 -18%
Wealthfront Advisers
352
Wealthfront Advisers
California
$485K +$493K +7,722 New
WAS
353
WESPAC Advisors SoCal
California
$481K +$18.6K +291 +4%
JCM
354
Jacobi Capital Management
Pennsylvania
$478K +$74.1K +1,161 +18%
PFA
355
Pettinga Financial Advisors
Indiana
$470K -$100K -1,572 -17%
TC
356
TownSquare Capital
Utah
$470K +$26.5K +416 +6%
SFP
357
Sandbox Financial Partners
Maryland
$465K -$44.1K -691 -9%
SW
358
StrongBox Wealth
Missouri
$465K +$67.6K +1,060 +17%
FHC
359
First Heartland Consultants
Missouri
$464K +$893 +14 +0.2%
WIA
360
World Investment Advisors
California
$464K +$8.04K +126 +2%
KIA
361
KCM Investment Advisors
California
$460K +$64 +1 +0%
BBA
362
BLB&B Advisors
Pennsylvania
$457K +$24.9K +390 +6%
Bank Julius Baer & Co
363
Bank Julius Baer & Co
Switzerland
$457K +$75.9K +1,190 +20%
CAG
364
Csenge Advisory Group
Florida
$452K +$57.7K +904 +14%
IF
365
Intrua Financial
Texas
$451K -$3.14M -49,155 -88%
LFF
366
Level Four Financial
Texas
$451K +$28K +439 +7%
CS
367
Comerica Securities
Michigan
$450K +$132K +2,064 +40%
WP
368
WealthShield Partners
North Carolina
$448K -$121K -1,898 -21%
SPFA
369
Summit Place Financial Advisors
New Jersey
$443K -$20.7K -325 -4%
BA
370
Ballast Advisors
Minnesota
$443K +$16.1K +252 +4%
MHR
371
Matthew Hamilton Rosenberg
$442K +$449K +7,042 New
WANY
372
Wealthspire Advisors (New York)
New York
$433K +$221K +3,462 +101%
NFSG
373
Newbridge Financial Services Group
Florida
$433K +$303K +4,742 +220%
PWA
374
Physician Wealth Advisors
Utah
$427K -$2.72M -42,657 -86%
MSCM
375
McElhenny Sheffield Capital Management
Texas
$417K +$423K +6,636 New

IHI Hedge Fund Activity: Q3 2021 in Review

574 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares US Medical Devices ETF (IHI) for Q3 2021, worth a combined $3.14B — up 9.3% from $2.87B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new IHI positions and 43 closed out — a net gain of 23 holders — while 218 added to existing stakes and 189 trimmed.

The largest buyer was Harel Insurance Investments & Financial Services, adding an estimated $45.5M. The largest seller was TD Asset Management, cutting an estimated $128M.

  • 574 institutional investors held iShares US Medical Devices ETF (IHI) as of Q3 2021, up from 559 in Q2 2021.
  • Funds reported $3.14B of iShares US Medical Devices ETF stock for Q3 2021, up 9.3% quarter-over-quarter.
  • 66 funds opened new iShares US Medical Devices ETF positions in Q3 2021 and 43 closed out, a net change of +23 holders.
  • The largest iShares US Medical Devices ETF buyer in Q3 2021 was Harel Insurance Investments & Financial Services, an estimated $45.5M added.
  • The largest iShares US Medical Devices ETF seller in Q3 2021 was TD Asset Management, an estimated $128M sold.

Based on aggregated 13F filings for Q3 2021.